At a glance: No S&P 500 names report today — a quiet open to the week. Friday closed out last week's calendar with Oracle, Adobe and Copart, all already run through the numbers in our last note. The next print lands Tuesday with General Mills, building into a Wednesday cluster of FedEx and Lennar.
Scorecard — reported since we last wrote
Nothing new to mark this morning — last week's reporters were already scored in our previous edition.
No results to score from the prior edition.
Rest of the week
General Mills opens Tuesday against a packaged-food backdrop where organic growth has been running soft, with management leaning on cost programs rather than pricing to defend margin. FedEx and Lennar cluster Wednesday: FedEx's setup turns on how much of its network-consolidation savings are showing through against a still-uneven freight market, while Lennar is a read on whether the recent easing in builder sales incentives holds or affordability pressure pushes discounting back up.
| Day | Company | Time | Cons. EPS | Implied move |
|---|---|---|---|---|
| Tuesday Sep 15 | General Mills GIS | TBD | $0.73 | 4.2% |
| Wednesday Sep 16 | FedEx FDX | TBD | $4.05 | 2.9% |
Lennar LEN | After-close | $1.32 | 6.7% |
Informational only — not investment advice. Figures are consensus/estimates and option-implied values from public sources and may be revised.